|
|
| |
Master Book |
| |
Master Book Features |
|
| |
|
|
| |
|
|
| |
|
|
|
|
|
|
| |
|
Names |
|
Addresses |
|
|
| |
|
- Primary Name & Secondary Name stored for each patron
- Unlimited number of additional names including: nicknames, children's names, program/acknowledgment names stored for each patron
|
|
- Unlimited number of addresses stored for each patron including: primary address, bill to and ship to addresses.
- Each address is clearly identified as to its type
|
|
|
| |
|
Relationships |
|
Phones |
|
|
| |
|
- Establish relationships between patrons. For example: subscribes with, sits with, employed by, etc.
|
|
- Unlimited number of phone numbers stored for each patron.
- Each phone is clearly identified as to its type
- Area Code is stored separately to facilitate area code changes
- Each phone number may also include an extension
|
|
|
| |
|
Search |
|
Email/Web Addresses |
|
|
| |
|
- Locate patrons using Search function
- Search by Name, Patron ID, Phone Number, Address or Zipcode.
- Search will locate any name, not just primary or secondary name
- Search will maintain results if a second search is conducted
|
|
- Unlimited number of email/web addresses stored for each patron.
- Each address is clearly identified as to its type
|
|
|
| |
|
Adding Records to the Master Book
NEW FEATURE! Do you receive lists of names and address via email or other document? Simply highlight an address block including name, address, phone number(s) and email address and press the "ADD CLIP" button in the Master Book. smartware will automatically add the record. It doesn't matter what order the information is in, the system will sort it out. |
|
|
| |
|
|
|
|
|
|
| |
Master Book/Ticket Window/Donation Window Layouts |
|
| |
You may select from Basic, Standard, Enhanced and Extended layouts for each area of the software that contains patrons (Master Book, Ticket Sales Window, Donation Window). Each layout contains different information and the setting you select will control how the Master Book appears. |
|
| |
|
Master Book Layouts |
|
|
| |
|
Basic |
|
|
| |
|
| PAGE 1 |
|
PAGE 2 |
| Patron |
Address(es) |
|
|
Name Header |
|
|
Sub Memberships |
Ticket Memberships |
| Email & Web |
Phone(s) |
|
User-Defined Memberships |
|
Picklist Fields |
Custom Fields |
| General Notes |
|
|
|
|
|
| |
|
Standard |
|
|
| |
|
| PAGE 1 |
|
PAGE 2 |
| Patron |
Address(es) |
|
|
Name Header |
|
|
General Notes |
| Additional Names |
Phone(s) |
|
|
Sub Membership |
Ticket Membershp |
| |
Email & Web |
|
|
User-Defined Memberhsip |
| |
|
|
|
|
|
|
|
|
|
|
|
| PAGE 3 |
|
PAGE 4 |
| |
Name Header |
|
|
|
Name Header |
|
| Picklist Fields |
Custom Fields |
|
Patron Logs |
|
|
|
|
|
|
|
| |
|
Enhanced |
|
|
| |
|
| PAGE 1 |
|
PAGE 2 |
| Patron |
Address(es) |
|
|
Name Header |
|
|
General Notes |
Secure Notes |
| Additional Names |
Phone(s) |
|
|
| Related Patrons |
Email & Web |
|
|
|
|
|
|
|
|
|
|
|
| PAGE 3 |
|
PAGE 4 |
| |
Name Header |
|
|
|
Name Header |
|
| Donor Membership |
User-Defined Membership |
|
Picklist Fields |
| Sub Membership |
|
|
| Tkt Membership |
|
|
|
|
|
|
|
|
|
|
|
| PAGE 5 |
|
PAGE 6 |
| |
Name Header |
|
|
|
Name Header |
|
| Custom Fields |
Name Sets |
|
Patron Logs |
|
|
|
|
|
|
|
| |
|
Extended |
|
|
| |
|
| PAGE 1 |
|
PAGE 2 |
| Patron |
Address(es) |
|
|
Name Header |
|
|
General Notes |
Secure Notes |
| Additional Names |
Phone(s) |
|
|
| Related Patrons |
Email & Web |
|
|
|
|
|
|
|
|
|
|
|
| PAGE 3 |
|
PAGE 4 |
| |
Name Header |
|
|
|
Name Header |
|
| Donor Memberships |
|
User-Defined Memberships |
| Sub Memberships |
Tkt Memberships |
|
|
|
|
|
|
|
|
|
|
|
|
|
| PAGE 5 |
|
PAGE 6 |
| |
Name Header |
|
|
|
Name Header |
|
| Picklist Fields |
|
Custom Fields |
Name Sets |
|
|
|
|
|
|
|
|
|
|
|
|
|
| PAGE 7 |
|
PAGE 8 |
| |
Name Header |
|
|
|
Name Header |
|
| Patron Logs |
|
Ticket Sales History |
Donation History |
|
|
|
|
|
|
|
| |
|
|
| |
|
|
| |
|
|
|
|
|
|
| (c) Copyright 1996-2006 Astor Street, LLC |